Public cloud to double to $ 90b by 2025 in nation

王靜靜

China' s next wave of cloud migration is expected to bespearheaded by critical industrial and manufacturing sec-tors， and the country' s public cloud market will more thandouble from $32 billion in 2021 to $90 billion by 2025， saidglobal management consulting firm McKinsey& Company.

According to the latest report from McKinsey， despite arelatively late start， China has made enormous progress interms of cloud migration speed and has become the world' ssecond-largest cloud market.

Over the next few years， the speed of cloud migration inChina will be broadly in line with the rest of the world， witha 19-percentage- point increase expected in IT workloadsshifting to the cloud between 2021 and 2025.

However， China differs from other countries in its highproportion of private cloud， which is expected to reach 42percent by 2025， compared with 36 percent for the publiccloud.

McKinsey' s survey suggested that only 11 percent ofthe companies surveyed plan to be mostly on the publiccloud. The remainder will continue to use a private cloudwith traditional servers or use a hybrid cloud.

"Cloud adoption is strongly correlated with digitaltransformation. By 2025， 78 percent of all IT workloads willbe on cloud in China，" said Kai Shen， partner at McKinsey."But when we look across the cloud adoption of businessuse cases with P&L impact， we find that adoption rates aremuch lower at between 0 percent to 25 percent."

P&L is an indicator that can show a company's ability toincrease its profit， either by reducing costs and expenses or in-creasing sales.

"It demonstrates that Chinese companies still have enor-mous opportunities to develop， adopt and scale use of cloud，for example in dynamic pricing and personalization， digitaltwins and three-dimensional simulations， sales forecastingand inventory optimization，" he said.

In terms of industries， the report also pointed out thatsectors with numerous tech-savvy and digital-native compa-nies， such as e-commerce and education， have already shift-ed a significant portion of their IT workloads to the cloud inChina.

Labor-intensive industrial and manufacturing sectors，on the contrary， have not done that. But that could quicklychange given the latest national policy guidance， it added.

全球管理咨詢公司麥肯錫近日發(fā)布的報告指出，中國的下一波云遷移浪潮可能會由工業(yè)和制造業(yè)等關鍵領域來引領。中國的公有云市場規(guī)模有望在未來幾年再增長一倍以上，從2021年的320億美元增長到2025年的900億美元。

麥肯錫最新發(fā)布的報告稱，雖然起步相對較晚，但中國在云計算的遷移速度上可謂突飛猛進，已然成為全球第二大市場。

未來幾年，中國的云遷移速度將與世界其他地區(qū)基本保持一致，2021年至2025年間，將有19%的IT工作負載轉向云端。

但中國與其他國家與地區(qū)的區(qū)別在于其私有云占比很高，到2025年有望達到42%，屆時公有云占比約為36%。

麥肯錫調研顯示，只有11%的受訪企業(yè)計劃以使用公有云為主。其余受訪企業(yè)將會繼續(xù)搭配使用私有云與傳統(tǒng)服務器，或者使用混合云。

麥肯錫全球董事合伙人沈惶介紹說，“數字化轉型與云采用是高度相關的。到2025年，中國78%的IT工作負載將在云上部署。盡管如此，當我們仔細去看那些直接影響企業(yè)利潤表的商業(yè)用例時，我們發(fā)現(xiàn)它們的云采用率是極低的，僅在0%到25%之間?！?/p>

損益表（P&L）可以顯示一個公司通過減少成本和費用，或增加銷售來提升利潤的能力。

“這說明在開發(fā)、采用和擴大云計算用例方面，中國企業(yè)仍有巨大的機會。例如，動態(tài)定價和個性化、數字孿生和3D模擬、銷售預測和庫存優(yōu)化”。

報告還指出，從行業(yè)上看，許多行業(yè)擁有眾多精通科技以及數字原生企業(yè)，諸如電商和教育行業(yè)，這些行業(yè)已將絕大多數IT工作負載轉移到云端。

但包括勞動力密集型的工業(yè)和制造業(yè)等其他領域還處于落后狀態(tài)。在最新的國家政策引導下，這種情況很快就會改變。